27 episodes

I'm a work in progress.

This podcast documents my ongoing quest for wealth, wisdom and enlightenment.

The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.

The Education of a Value Investor Guy Spier

    • Business

I'm a work in progress.

This podcast documents my ongoing quest for wealth, wisdom and enlightenment.

The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.

    Vanessa Stelling with Georgina Godwin

    Vanessa Stelling with Georgina Godwin

    Vanessa Stelling is the author of the book Julian and I: A Mother’s Journey Through Regressive Autism, a deeply personal narration of the fears, the struggles and the evolution that she went through by raising her autistic son. She talks to Georgina Godwin about the book, about her journey with Julian and about where they are in their lives today.

    Full transcript available here: https://aqfd.docsend.com/view/shb62r2mt3m5yfmn

    Contents:

    A Pregnancy in the Aftermath of 9/11 (00:00)
    From New York to Switzerland: A Journey in Search of Answers (08:21)
    Day-To-Day Challenges of Autism (11:58)
    Seeing Life Through Julian’s Eyes (14:47)
    The Art of Communicating Without Language (20:32)
    Embracing Diversity (27:08)

    • 30 min
    William Oliver & William Barnes of In Practise

    William Oliver & William Barnes of In Practise

    In this episode, Guy Spier talks to William Oliver and William Barnes, the founders of In Practise, a research network with a slightly different business model compared to other companies in the primary research business. They give valuable insights on the primary research industry and on topics such as how to conduct high-quality conversations and what part of management to interview when researching a company.

    Full transcript available here: https://aqfd.docsend.com/view/tw73wc9ef3gp3t4a

    Contents:

    Introducing William Oliver and William Barnes (00:00:00)
    The Primary Research Industry (00:05:54)
    The Beauty of Learning in Public (00:14:30)
    Why Aren’t Investor Relations Enough? (00:24:34)
    What is High-Quality Conversation? (00:34:47)
    Top Management vs. Mid-Level Management (00:46:47)
    The Pitfalls of Conducting Primary Research (00:54:36)
    Who Should Be a Part of the In Practise Community? (01:06:15)

    • 1 hr 9 min
    Jackie Shoback

    Jackie Shoback

    Jackie Shoback is a Harvard graduate who has spent the last 25 years of her career as general manager and C-suite executive, with a lot of experience in launching, scaling and growing businesses from startup up through multiple billion dollars. She talks to Guy Spier about co-founding her new venture firm, balancing family and a professional career and the future of digital identity.

    Full transcript available here: https://aqfd.docsend.com/view/cpvr23pqya95q9mz

    Contents:

    Staples: A Journey of Incredible Growth (00:00:00)
    The Changes in Financial Services (00:18:42)
    Boston: A Magnet for Talent and Financial Expertise (00:32:44)
    Integrating Work and Family (00:51:43)
    Timing is Everything (01:01:22)
    The Future of Digital Identity (01:09:46)
    The Power of Personal Connections (01:26:41)

    • 1 hr 44 min
    Adam Mead

    Adam Mead

    Adam Mead is a practicing capital allocator, the CEO and Chief Investment Officer of Mead Capital Management, an investment management business he founded in 2014. He recently published a book, The Complete Financial History of Berkshire Hathaway: A Chronological Analysis of Warren Buffett and Charlie Munger's Conglomerate Masterpiece, which provides a comprehensive and detailed history of Berkshire Hathaway to date. Mr. Mead talks to Guy Spier about the extensive research for his book and shares some valuable lessons that he learned through the process.

    Full transcript available here: https://aqfd.docsend.com/view/n7zmwj8y4aj3ea3u

    Contents:

    Introduction (00:00)
    What Has Not Been Written About Berkshire Hathaway (03:41)
    Behind the Scenes of the Research Process (15:35)
    Insightful Lessons About Businesses (32:36)
    Cryptocurrencies: With Them or Against Them? (43:44)
    A Future in the Community of Learning and Teaching (51:38)

    • 59 min
    Brian Murray

    Brian Murray

    Brian Murray is a partner in Glancy Prongay & Murray, a class action litigation firm with offices in New York and Los Angeles. He talks to me about contingency lawyers, Robinhood and the history and importance of arbitration clauses.

    Full transcript available here: https://aqfd.docsend.com/view/erfj4tazu4zf7qpz

    Contents:

    The Benefits of Working with Contingency Lawyers (00:00)
    Class Actions and Mass Actions: How Do They Differ? (11:54)
    Process of Review of a Legal Case (21:53)
    GameStop and Robinhood: The Obstacles to a Class Action (26:47)
    Is There a Future Without Arbitration Clauses? (39:39)
    The Law is Not Flawless (46:17)
    An Introduction to Litigation Funding (50:29)
    The Newest Addition to the Supreme Court (54:03)

    • 58 min
    Yishai Kiczales

    Yishai Kiczales

    Yishai Kiczales is an Israeli film critic, songwriter and lecturer, who currently lives in Zurich with his family. He writes for the daily newspaper Israel Hayom, and his third solo album, "Inside Yishai Kiczales", will be released on May 22. He talks to me about the classic books and movies, about the recent changes in the world of cinema, and highlights some things the streaming services are missing.

    Full transcript available here: https://aqfd.docsend.com/view/jmvgmsxhb8vupfze

    Contents:

    Ulysses by James Joyce: A Rock in a Mountain of Classics (00:01:45)
    Should One Read the Classics? (00:10:20)
    Christopher Nolan’s Best Movies (00:13:32)
    The Movie Classics and Their Origin (00:21:21)
    How to Escape the Algorithm? (00:27:49)
    Past and Future Changes in the Movie World (00:37:44)
    Building Bridges Through Cinema (00:52:31)
    The Struggle of Creating Art (00:58:47)

    • 1 hr 7 min

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